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Wealth Relationship Manager

Axis Bank · Gurgaon, Haryana · Posted Yesterday · Accounting & Finance Jobs

About this role

Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acq…

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